[webinar slides] moving past ink with esignatures: best practices for evaluating & selecting a...
TRANSCRIPT
![Page 1: [Webinar Slides] Moving Past Ink with eSignatures: Best Practices for Evaluating & Selecting a Solution for Your Business](https://reader031.vdocuments.us/reader031/viewer/2022030305/5872c0491a28ab0c718b5193/html5/thumbnails/1.jpg)
Underwri(enby: Presentedby:
#AIIMInforma(onIsYourMostImportantAsset.LearntheSkillstoManageIt
MovingPastInkwithE-Signatures–BestPrac7cesforEvalua7ngand
Selec7ngaSolu7onforYourBusinessPresentedMay11,2016
Co-presentedby:
MovingPastInkwithE-Signatures:BestPrac(cesforEvalua(ngandSelec(ngaSolu(onforYourBusiness
AnAIIMWebinarDeliveredon26May,2016UK/EuropeanEdi7on
![Page 2: [Webinar Slides] Moving Past Ink with eSignatures: Best Practices for Evaluating & Selecting a Solution for Your Business](https://reader031.vdocuments.us/reader031/viewer/2022030305/5872c0491a28ab0c718b5193/html5/thumbnails/2.jpg)
Underwri(enby: Presentedby:
TedRohmSeniorResearchAnalystTechnologyEvalua(onCenters
RahimKabaDirectorofProductMarke8ngeSignLive
Host:TheresaResekDirectorAIIM
Today’sSpeakers
Co-presentedby:
![Page 3: [Webinar Slides] Moving Past Ink with eSignatures: Best Practices for Evaluating & Selecting a Solution for Your Business](https://reader031.vdocuments.us/reader031/viewer/2022030305/5872c0491a28ab0c718b5193/html5/thumbnails/3.jpg)
Underwri(enby: Presentedby:
TheBusinessCaseforE-SignatureSoMware
TheBusinessCaseforE-SignatureSoMware
TedRohmSeniorResearchAnalyst
TechnologyEvalua(onCenters
Co-presentedby:
![Page 4: [Webinar Slides] Moving Past Ink with eSignatures: Best Practices for Evaluating & Selecting a Solution for Your Business](https://reader031.vdocuments.us/reader031/viewer/2022030305/5872c0491a28ab0c718b5193/html5/thumbnails/4.jpg)
Underwri(enby: Presentedby:
Disrup(veForcesDriveDigi(za(on
§ Electronicsignaturesareakeyforceformanyindustries
§ “Wet”signatureprocessispainstaking§ Elimina7ngpapersavesboth7meand
money§ Consumersexpectdigitalandmobile
solu7ons
Co-presentedby:
![Page 5: [Webinar Slides] Moving Past Ink with eSignatures: Best Practices for Evaluating & Selecting a Solution for Your Business](https://reader031.vdocuments.us/reader031/viewer/2022030305/5872c0491a28ab0c718b5193/html5/thumbnails/5.jpg)
Underwri(enby: Presentedby:
§ Timetolosethe1,000-year-oldprac7ce§ LatestAIIMresearchshowsonly21%ofrespondentsareusing
e-signatures§ Notjustforindustriesthatprocesslargevolumesofpaper§ AberdeenGrouprevealsbest-in-classorganiza7onsusee-
signatures
E-SignatureImportanceforDigi(za(on
Co-presentedby:
![Page 6: [Webinar Slides] Moving Past Ink with eSignatures: Best Practices for Evaluating & Selecting a Solution for Your Business](https://reader031.vdocuments.us/reader031/viewer/2022030305/5872c0491a28ab0c718b5193/html5/thumbnails/6.jpg)
Underwri(enby: Presentedby:
BusinessValueofDigi(za(on
§ Simpleexample:$4/documentand100,000documentsà$400Ksavingsopportunity
§ Beyondcostsavings,otherROIsuchasreduceddistribu7on,supply,andadmincosts
§ Casestudy:RBCes7mates24,000hours/week§ Aske-signaturevendorsforROIcalculators
Co-presentedby:
![Page 7: [Webinar Slides] Moving Past Ink with eSignatures: Best Practices for Evaluating & Selecting a Solution for Your Business](https://reader031.vdocuments.us/reader031/viewer/2022030305/5872c0491a28ab0c718b5193/html5/thumbnails/7.jpg)
Underwri(enby: Presentedby:
ThoroughSoMwareEvalua(onIsCrucial
§ Likeallso_waredecisions,it’sessen7altofollowarigorousso_wareselec7onprocess
§ Yourcompanywilllivewithe-signatureso_waredecisionforyearstocome
§ Thee-signaturemarkethasseensignificantchangesinrecentyears
Co-presentedby:
![Page 8: [Webinar Slides] Moving Past Ink with eSignatures: Best Practices for Evaluating & Selecting a Solution for Your Business](https://reader031.vdocuments.us/reader031/viewer/2022030305/5872c0491a28ab0c718b5193/html5/thumbnails/8.jpg)
Underwri(enby: Presentedby:
YourE-SignatureRequirementsChecklist
6KeyEvalua(onCriteriaforE-Signature
RahimKabaDirector,ProductMarke8ng
eSignLive
Co-presentedby:
![Page 9: [Webinar Slides] Moving Past Ink with eSignatures: Best Practices for Evaluating & Selecting a Solution for Your Business](https://reader031.vdocuments.us/reader031/viewer/2022030305/5872c0491a28ab0c718b5193/html5/thumbnails/9.jpg)
Underwri(enby: Presentedby:
MoreThanJustASignature!
Co-presentedby:Useyoursystem
ofrecord
![Page 10: [Webinar Slides] Moving Past Ink with eSignatures: Best Practices for Evaluating & Selecting a Solution for Your Business](https://reader031.vdocuments.us/reader031/viewer/2022030305/5872c0491a28ab0c718b5193/html5/thumbnails/10.jpg)
Underwri(enby: Presentedby:
Evalua(onCriteria#1:White-Labeling
Co-presentedby:
![Page 11: [Webinar Slides] Moving Past Ink with eSignatures: Best Practices for Evaluating & Selecting a Solution for Your Business](https://reader031.vdocuments.us/reader031/viewer/2022030305/5872c0491a28ab0c718b5193/html5/thumbnails/11.jpg)
Underwri(enby: Presentedby:
Evalua(onCriteria#2:EasytoUse
§ Easyforbothsendersandsigners§ Customers,suppliers,partners,employees,
managers,execu7ves,andsoon§ Lookforasolu(onwith:
§ Intui7ve,responsiveUI§ Op7mizedmobilesigningexperience§ Supportforhighdocumentvolumes/bulksending§ Supportfortemplates&layouts§ Advancedworkflowcustomiza7on
Co-presentedby:
![Page 12: [Webinar Slides] Moving Past Ink with eSignatures: Best Practices for Evaluating & Selecting a Solution for Your Business](https://reader031.vdocuments.us/reader031/viewer/2022030305/5872c0491a28ab0c718b5193/html5/thumbnails/12.jpg)
Underwri(enby: Presentedby:
Evalua(onCriteria#3:EasytoIntegrate
§ Integratee-signingintoyourwebportals,coresystems,mobileapps
§ Lookforasolu(onthatoffers:§ OpenAPI§ FullysupportedSDKs§ MobileSDKs§ DeveloperCommunity§ Samplecode&onlinedocumenta7on§ Pre-builtconnectorsfor3rdpartyapps
Co-presentedby:
![Page 13: [Webinar Slides] Moving Past Ink with eSignatures: Best Practices for Evaluating & Selecting a Solution for Your Business](https://reader031.vdocuments.us/reader031/viewer/2022030305/5872c0491a28ab0c718b5193/html5/thumbnails/13.jpg)
Underwri(enby: Presentedby:
Evalua(onCriteria#4:CompleteAuditTrails
§ Howdoyouprovecompliancetoauditors?§ Lookforasolu7onwithnotonlyasta(caudittrail(WHO
signed),butalsoavisualaudittrail(HOWitwassigned)
Co-presentedby:
![Page 14: [Webinar Slides] Moving Past Ink with eSignatures: Best Practices for Evaluating & Selecting a Solution for Your Business](https://reader031.vdocuments.us/reader031/viewer/2022030305/5872c0491a28ab0c718b5193/html5/thumbnails/14.jpg)
Underwri(enby: Presentedby:
Evalua(onCriteria#5:An(-TamperingControls
§ Ensureyoure-signeddocumentcan’tbetamperedwith§ Lookforasolu7onthatleveragesdigitalsignaturetechnology
thatsecuresthedocumenta_ereachsignature
Co-presentedby:
1-ClickVerifica(onPermanentlyembedstheaudittrailinthedocumentforeasyverifica7onandstorage
![Page 15: [Webinar Slides] Moving Past Ink with eSignatures: Best Practices for Evaluating & Selecting a Solution for Your Business](https://reader031.vdocuments.us/reader031/viewer/2022030305/5872c0491a28ab0c718b5193/html5/thumbnails/15.jpg)
Underwri(enby: Presentedby:
Evalua(onCriteria#6:Flexibility
Co-presentedby:
![Page 16: [Webinar Slides] Moving Past Ink with eSignatures: Best Practices for Evaluating & Selecting a Solution for Your Business](https://reader031.vdocuments.us/reader031/viewer/2022030305/5872c0491a28ab0c718b5193/html5/thumbnails/16.jpg)
Underwri(enby: Presentedby:
ExtraEvalua(onCriteriaforEurope!
Co-presentedby:
§ NeweIDASRegula(onreplacestheEUDirec7ve§ Removesprevioushurdlestocross-border
recogni7onofe-signatures§ Makesiteasiertodobusinessdigitally
throughoutEurope
§ Lookforasolu(onthat:§ MeetseIDASrequirementsfortheAdvanced&
QualifiedE-Signature§ SupportsQualifiedCer7ficates–fromanyTSP§ Addressesdataresidencyrequirements
![Page 17: [Webinar Slides] Moving Past Ink with eSignatures: Best Practices for Evaluating & Selecting a Solution for Your Business](https://reader031.vdocuments.us/reader031/viewer/2022030305/5872c0491a28ab0c718b5193/html5/thumbnails/17.jpg)
Underwri(enby: Presentedby:
An8-StepProcesstoE-SignatureSelec(on
TedRohmSeniorResearchAnalyst
TechnologyEvalua(onCenters
Co-presentedby:
ThoroughSoMwareEvalua(onIsCrucial
![Page 18: [Webinar Slides] Moving Past Ink with eSignatures: Best Practices for Evaluating & Selecting a Solution for Your Business](https://reader031.vdocuments.us/reader031/viewer/2022030305/5872c0491a28ab0c718b5193/html5/thumbnails/18.jpg)
Underwri(enby: Presentedby:
8StepsforE-SignatureSoMwareSelec(on
§ Businesscasefordigitaltransforma7onhasbeenmadeandteamisinplace
§ Eight-stepprocessfore-signatureso_wareselec7on
Co-presentedby:
![Page 19: [Webinar Slides] Moving Past Ink with eSignatures: Best Practices for Evaluating & Selecting a Solution for Your Business](https://reader031.vdocuments.us/reader031/viewer/2022030305/5872c0491a28ab0c718b5193/html5/thumbnails/19.jpg)
Underwri(enby: Presentedby:
8StepsforE-SignatureSoMwareSelec(on
Co-presentedby:
![Page 20: [Webinar Slides] Moving Past Ink with eSignatures: Best Practices for Evaluating & Selecting a Solution for Your Business](https://reader031.vdocuments.us/reader031/viewer/2022030305/5872c0491a28ab0c718b5193/html5/thumbnails/20.jpg)
Underwri(enby: Presentedby:
8StepsforE-SignatureSoMwareSelec(on
Co-presentedby:
![Page 21: [Webinar Slides] Moving Past Ink with eSignatures: Best Practices for Evaluating & Selecting a Solution for Your Business](https://reader031.vdocuments.us/reader031/viewer/2022030305/5872c0491a28ab0c718b5193/html5/thumbnails/21.jpg)
Underwri(enby: Presentedby:
KeeptheBigPictureinMind
Co-presentedby:
![Page 22: [Webinar Slides] Moving Past Ink with eSignatures: Best Practices for Evaluating & Selecting a Solution for Your Business](https://reader031.vdocuments.us/reader031/viewer/2022030305/5872c0491a28ab0c718b5193/html5/thumbnails/22.jpg)
Underwri(enby: Presentedby:
CustomerCaseStudies
E-SignatureSuccessStoriesRahimKaba
Director,ProductMarke8ngeSignLive
Co-presentedby:
![Page 23: [Webinar Slides] Moving Past Ink with eSignatures: Best Practices for Evaluating & Selecting a Solution for Your Business](https://reader031.vdocuments.us/reader031/viewer/2022030305/5872c0491a28ab0c718b5193/html5/thumbnails/23.jpg)
Underwri(enby: Presentedby:
E-SignatureUseCasesAcrossIndustries
Co-presentedby:
![Page 24: [Webinar Slides] Moving Past Ink with eSignatures: Best Practices for Evaluating & Selecting a Solution for Your Business](https://reader031.vdocuments.us/reader031/viewer/2022030305/5872c0491a28ab0c718b5193/html5/thumbnails/24.jpg)
Underwri(enby: Presentedby: 24
• Storingandretrievingpapersignaturecardswas7meconsumingandexpensive
• Improvecustomerexperience• Eliminatemanualpaperprocess• Increaseefficiency/give7mebacktobankpersonneltobe(erservecustomers
• 92%adop(onacross3,000+branchesin2weeks
• Maintainsignaturesampleinacentralizeddatabase–makeselectronicsignaturecards
accessibleinreal-7mefromanybranch
• Bankerscompletetheaccountopeninginonesession,withouterrors
• Streamlinesworkflowsandremovesmanualstepsfromtheprocess
• Offloadsadministra7vetaskssobankerscangeneratemorerevenue
• Strengthenscompliancewithanaudittrailforeverytransac7on
• Savescostlyarchivingspaceinthebranch
CaseStudy:NewAccountOpenings
Co-presentedby:
PROBLEM
GOALS
BENEFITS
![Page 25: [Webinar Slides] Moving Past Ink with eSignatures: Best Practices for Evaluating & Selecting a Solution for Your Business](https://reader031.vdocuments.us/reader031/viewer/2022030305/5872c0491a28ab0c718b5193/html5/thumbnails/25.jpg)
Underwri(enby: Presentedby:
EnterprisePlanIntegratewithcoresystemsandapplica7ons.FullysupportedwebandmobileSDKsandAPI.
ProfessionalPlanStarte-signinginminutesusingourstand-alonewebserviceandmobileapp.NoITsupportrequired.
3rdPartyConnectorsDropintoyourfavorite
businessapplica7ons.Pre-built.Nocodingrequired.
Andmore!
HowtoGetStartedwithE-Signatures
Co-presentedby:
![Page 26: [Webinar Slides] Moving Past Ink with eSignatures: Best Practices for Evaluating & Selecting a Solution for Your Business](https://reader031.vdocuments.us/reader031/viewer/2022030305/5872c0491a28ab0c718b5193/html5/thumbnails/26.jpg)
Underwri(enby: Presentedby:
DownloadtheFullReport
ResourcesfromeSignLive§ StartYour30-dayFreeTrial§ JointheDeveloperCommunity§ DownloadtheFullE-SignatureEvalua7onGuide
Co-presentedby:
![Page 27: [Webinar Slides] Moving Past Ink with eSignatures: Best Practices for Evaluating & Selecting a Solution for Your Business](https://reader031.vdocuments.us/reader031/viewer/2022030305/5872c0491a28ab0c718b5193/html5/thumbnails/27.jpg)
Underwri(enby: Presentedby:
SoMwareEvalua(on&Selec(onResources
ResourcesfromTEC§ Needhelpwithyourso_wareevalua7onproject?
§ www.technologyevalua7on.com
Co-presentedby:
![Page 28: [Webinar Slides] Moving Past Ink with eSignatures: Best Practices for Evaluating & Selecting a Solution for Your Business](https://reader031.vdocuments.us/reader031/viewer/2022030305/5872c0491a28ab0c718b5193/html5/thumbnails/28.jpg)
Underwri(enby: Presentedby:
#AIIMInforma(onIsYourMostImportantAsset.LearntheSkillstoManageIt
Takeyourskillstothenextlevelbylearninghowtomap,design,andautomateopera7onalprocessesusingacombina7onofstrategies,changemanagement,andtechnologieswithAIIM’sBusinessProcessManagementtrainingcourse.
Visit:AIIM.org/BPMTraining
![Page 29: [Webinar Slides] Moving Past Ink with eSignatures: Best Practices for Evaluating & Selecting a Solution for Your Business](https://reader031.vdocuments.us/reader031/viewer/2022030305/5872c0491a28ab0c718b5193/html5/thumbnails/29.jpg)
Underwri(enby: Presentedby:
AIIMIstheCommunityforInforma(onProfessionals
AIIMbelievesthatinforma(onisyourmostimportantasset.Learntheskillstomanageit.
Ourmissionistoimproveorganiza7onal
performancebyempoweringacommunityofleaderscommi(edto
informa7on-driveninnova7on.
Learnmoreatwww.aiim.org
Co-presentedby: